Vision Financial Markets’s Root ROOT Stock Holding History

Vision Financial Markets’s Portfolio ROOT Stock Details ROOT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$301	Hold	5	–	–	﹤0.01%	381
2026 Q1	$221	Hold	5	–	–	﹤0.01%	397
2025 Q4	$362	Hold	5	–	–	﹤0.01%	368
2025 Q3	$448	Hold	5	–	–	﹤0.01%	388
2025 Q2	$640	Hold	5	–	–	﹤0.01%	381
2025 Q1	$667	Buy	+5	New	+$573	﹤0.01%	370

Other funds holding ROOT

RMC

Ribbit Management Company Palo Alto, California $2.05B AUM 4.29% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

FCM

Findell Capital Management New York $710M AUM 250.3% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Galileo PTC Road Town, Tortola, British Virgin Islands $1.11B AUM 39.05% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

BFM

Boothbay Fund Management New York $7.6B AUM 109.3% 1-Year Est. Return

Vision Financial Markets's ROOT Position: Q2 2026 in Review

Vision Financial Markets held its Root (ROOT) position steady in Q2 2026 at 5 shares worth $301. The position accounts for ﹤0.01% of the portfolio, ranked #381.

Vision Financial Markets first reported a position in ROOT in Q1 2025 and has held it in 6 quarters since. The position peaked at $667 in Q1 2025. 160 funds tracked by Wall St. Rank hold ROOT as of Q2 2026.

Vision Financial Markets held 5 shares of Root worth $301 as of Q2 2026.
Vision Financial Markets left its Root share count unchanged in Q2 2026.
Root made up ﹤0.01% of Vision Financial Markets's portfolio in Q2 2026, its #381 holding.
Vision Financial Markets first reported a position in Root in Q1 2025 and has held it in 6 quarters since.
Vision Financial Markets's Root position peaked at $667 in Q1 2025.
160 funds tracked by Wall St. Rank held Root as of Q2 2026.

Based on Vision Financial Markets's 13F filing for Q2 2026, filed 24 Jul 2026.